+86.6%
XOP price history and return analytics
+57.5%
+29.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.2% |
| 7D | -8.4% | -0.1% | -8.2% | -8.4% |
| 30D | -8.4% | -3.1% | -5.3% | -6.2% |
| 3M | +0.2% | -3.5% | +3.7% | +2.7% |
| 6M | +7.2% | +0.5% | +6.8% | +5.2% |
| YTD | +40.8% | +10.8% | +30.0% | +23.7% |
| 1Y | +36.3% | +11.9% | +24.4% | +18.4% |
| 3Y | +37.2% | +73.0% | -35.8% | -25.6% |
| 5Y | +86.6% | +58.6% | +28.0% | +16.5% |
| All | +86.6% | +57.5% | +29.1% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling